Add Progress | Create a story using the Quick Update popup on a Progress Board
- Matt Kepple
One of the ways to create a story on Makerble is to use the Quick Update popup on a Progress Board.
What you’ll learn on this page
What you’ll need before you start
A Progress Board - that contains an Attendance Tracker that’s been added to your Project
If you don’t have the above, you’ll need to add an Attendance Tracker to your Project
If you don’t have the above, you’ll need a Project Project
Things to consider
Stories created using the Quick Update popup can only contain progress logged towards a single Progress Tracker.
If you’d like to create a story or survey response that contains progress towards several progress trackers, use the Complete A Survey page or create a Timeline Update.
Tour of the Quick Update popup
Part of the Quick Update popup | What it does |
|---|---|
States Filter | By default the Project Contacts box displays contacts in the Enrolled state. Use the filter to display contacts in the project’s Waiting List, Alumni or Declined state(s) |
Progress Tracker | The name and icon of the single Progress Tracker that progress is being logged towards in this story |
Progress from Tagged Contacts | This box displays the project’s contacts. You can log progress for one or more contacts by ticking their name. |
Add to the story | You can:
|
Select Project | When viewing an Album Card, you can select any one of the projects within the album, as long as the project uses this Progress Tracker. |
Total progress logged in the story | This is the sum of the progress from tagged contacts and the anonymous progress |
Anonymous Progress | Enter the amount of anonymous progress that you want to log towards this Progress Tracker. E.g. the number of attendees whose names are not in your database as project contacts. |
Categorise the Anonymous Progress | Optionally disaggregate the anonymous progress number according to characteristics, e.g. demographic fields such as Age Range, Gender, Ethnicity, etc. |
How to use the Quick Update popup
Select Home in the top menu
You arrive on the Homepage
At the top of the right column is the Boards box
The Boards you have access to are listed. (Press Show More if the name of your Board is not displayed initially)
Select the Board you want to go to
You arrive on that Board and it displays a card for each Progress Tracker (metric) you have added to the Board
Find the Progress Tracker Card that you want to log progress towards
Press the blue “+” button in the row of Card buttons at the bottom of the Card
The Quick Update Popup launches
If there are contacts in your project whom you have access to, you can tag them in your update.
The specific tagging option available will depend on the type of goal or sub goal being tracked
A numerical entry box appears next to each Activity Tracker
A tick box appears next to each contact for a Participation Tracker and for an Achievement Tracker
A multiple choice scale appears next to each contact for Multiple Choice sub goals
A numerical entry box appears next to each contact for Numerical sub goals
By default you will only be able to select contacts who are in the Enrolled state of the project. To select contacts in another state, user the State filter.
If there are no contacts in your project or if showing Anonymous Contacts alongside tagged contacts is enabled on your project, you can log the number of people and disaggregate that number by age, gender or several other demographic segments using the Categorise button https://www.loom.com/share/6bcae3b5d1ed47aa8916909441cde632
Optionally
Add text to your update
Add a location to your story https://www.loom.com/share/667f74df6318488aa0ff6a8203af8ff8
Add an attachment
Backdate your update to a date in the past (You cannot set a date in the future)
Once you are done, press Publish to save your story
The card on your Progress Board will update to show the latest progress from your update.
Other types of progress you can post using a Quick Update